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Earnings transcript
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VMI
Valmont Industries, Inc.
$402.9
-3.75
(-0.92%)
| Exchange: | NYSE |
| Market Cap: | 7.876B |
| Shares Outstanding: | 20M |
About The Company
| Sector: | Industrials | |||||
| Industry: | Conglomerates | |||||
| CEO: | J. Christopher Colwell | |||||
| Full Time Employees: | 10986 | |||||
| Address: |
| |||||
| Website: | https://www.valmont.com |
Valmont Industries, Inc. produces and sells fabricated metal products in the United States, Australia, Brazil, Denmark, and internationally. It operates through two segments: Infrastructure and Agriculture. The company manufactures and distributes engineered metal, steel, wood, aluminum, and composite poles, towers, and components for lighting, traffic, and wireless communication markets; engineered access systems; integrated structure solutions for smart cities; and highway safety products. It also offers engineered steel and concrete pole structures for utility transmission, distribution, substations, and renewable energy generation equipment; and inspection services. In addition, the company provides hot-dipped galvanizing, anodizing, and powder coating services to preserve and protect metal products; and water management solutions and technology for precision agriculture. Further, it manufactures and distributes mechanical irrigation equipment, and related parts and services under the Valley brand name for the agricultural industry; and tubular products for industrial customers. The company serves municipalities and government entities, commercial lighting fixtures manufacturing companies, contractors, telecommunications and utility companies, and large farms, as well as the general manufacturing sector. Valmont Industries, Inc. was founded in 1946 and is headquartered in Omaha, Nebraska.
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Revenue Segmentation
EPS
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Earnings Call
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Key takeaways
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Login — it's freeIncome Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | 4,174,598 | 4,075,034 | 4,104,102 |
| Gross Profit | 1,236,034 | 1,241,212 | 1,239,936 |
| EBITDA | 391,968 | 622,798 | 506,603 |
| Operating Income | 291,557 | 524,584 | 522,303 |
| Net Income | 143,475 | 348,259 | 350,273 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Total Assets | 3,477,448 | 3,329,972 | 3,369,329 |
| Total Liabilities | 2,060,376 | 1,736,359 | 1,727,044 |
| Total Stockholders Equity | 1,354,280 | 1,542,094 | 3,369,329 |
| Total Debt | 1,274,552 | 889,282 | 130,520 |
| Cash and Cash Equivalents | 203,041 | 164,315 | 187,140 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Operating Cash Flow | 306,775 | 572,678 | 456,484 |
| Capital Expenditure | -96,771 | -79,451 | -145,035 |
| Free Cash Flow | 210,004 | 493,227 | 311,449 |
| Net Income | 144,912 | 350,624 | 350,273 |
| Net Change in Cash | 17,635 | -38,726 | 22,825 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2029 | Full Access | Full Access | Full Access | Full Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 4,983,445.532 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (High) | 5,080,579.783 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (Avg) | 5,035,800 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Low) | 623,413.780 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (High) | 635,564.978 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Avg) | 629,963.164 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Low) | 600,253.456 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (High) | 615,511.243 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Avg) | 608,477.270 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Low) | 860,077.695 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (High) | 876,841.800 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Avg) | 869,113.393 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Avg) | 30.520 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (High) | 30.870 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Low) | 30.110 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated Revenue) | 1 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated EPS) | 1 | Full Access | Full Access | Full Access | Full Access |
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Current Key Metrics
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Login — it's freeForward P/E Ratios
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Login — it's freeSWOT Analysis
Strengths (preview)
- Solid Revenue Growth: Valmont Industries reported a 2.5% increase in net sales for Q3 2025, as highlighted in the earnings call transcript, driven by strong performance in key segments such as infrastructure and agriculture. This aligns with consistent revenue growth trends observed in historical income statements.
- Operational Efficiency: The company achieved improved operating margins in Q3 2025, reflecting effective cost management and strategic investments in operational improvements, as noted in the earnings call summary. Key metrics like gross profit margin (TTM) and ROIC (TTM) indicate a strong ability to generate returns on invested capital.
- Diversified Product Portfolio: Revenue product segments data shows balanced contributions across infrastructure, agriculture, and lighting/transportation categories, reducing dependency on a single revenue stream and providing stability against market fluctuations.
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At what price to buy it? -
Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MARKETSnap estimates VMI intrinsic value between $335.06 – $358.20 per share. This depends on revenue growth, margins, and discount rate.
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
Common questions about VMI valuation
Is Valmont Industries, Inc. (VMI) overvalued or undervalued right now?
MARKETSnap estimates intrinsic value for Valmont Industries, Inc. (VMI) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is VMI a buy, hold, or sell for long-term investors?
MARKETSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether VMI trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is VMI’s P/E ratio?
You can see VMI’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for VMI?
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Is VMI a good long-term investment?
Whether VMI fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MARKETSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
VMI
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Daily snapshot
-0.92
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Daily snapshotTrading Metrics:
| Open: | 398.38 | Previous Close: | 406.65 | |
| Day Low: | 379.99 | Day High: | 409.99 | |
| Year Low: | 250.07 | Year High: | 487.58 | |
| Price Avg 50: | 437.43 | Price Avg 200: | 398.5 | |
| Volume: | 131697 | Average Volume: | 178327 |
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Login — it's freeVMI full analysis
Welcome to MARKETSNAP’s SWOT analysis for Valmont Industries, Inc., a key player in the industrial manufacturing space. If you’re not familiar with Valmont, let me give you the quick rundown. This company operates in the infrastructure and agriculture sectors, crafting everything from utility poles and irrigation systems to lighting and traffic structures. With a solid footprint in multiple markets, they’ve carved out a niche in supporting essential industries. Today, we’re diving deep into what makes Valmont tick, breaking down their…
